APP in the 13F filings
Applovin Corp · CUSIP 03831W108
- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 5 Nov 2024
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 13 listed it in both
- Shares listed
- 30,174,200
- combined, among listed positions
- Reported value
- $3.9bn
- combined, at the quarter end
Among the 94 comparable managers: 14 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing APP in Q3 2024
23 of 23 holders
Largest increases and reductions, by shares
Increases
- Janus Henderson Group Ltdexisting position · 2,350,802 shares now+560,560
- Bridgewater Associates LPexisting position · 265,590 shares now+204,943
- Arrowstreet Capital LPexisting position · 519,263 shares now+195,101
- Walleye Capital LLCnew position · 130,001 shares now+130,001
- Baillie Gifford & Conew position · 73,976 shares now+73,976
Reductions
- Lone Pine Capital LLCexisting position · 2,369,866 shares now-3,332,572
- Two Sigma Advisers LPexisting position · 1,466,014 shares now-1,887,400
- Two Sigma Investments LPexisting position · 1,466,845 shares now-1,061,833
- Voloridge Investment Management LLCexisting position · 236,624 shares now-356,968
- Coatue Management LLCexisting position · 1,993,596 shares now-294,807
New positions and exits
New (3)
- Walleye Capital LLC$17m
- Baillie Gifford & Co$9.7m
- Winton Group Ltd$643k
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2021 | 4 | $153m | n.a. | n.a. |
| Q3 2021 | 4 | $124m | n.a. | n.a. |
| Q4 2021 | 6 | $223m | n.a. | n.a. |
| Q1 2022 | 5 | $123m | n.a. | n.a. |
| Q2 2022 | 3 | $61m | n.a. | n.a. |
| Q3 2022 | 2 | $115m | n.a. | n.a. |
| Q4 2022 | 5 | $101m | n.a. | n.a. |
| Q1 2023 | 6 | $92m | n.a. | n.a. |
| Q2 2023 | 9 | $128m | n.a. | n.a. |
| Q3 2023 | 11 | $310m | n.a. | n.a. |
| Q4 2023 | 10 | $330m | 5 | 5 |
| Q1 2024 | 15 | $1.4bn | 11 | 3 |
| Q2 2024 | 17 | $1.8bn | 15 | 2 |
| Q3 2024 | 23 | $3.9bn | 14 | 9 |
| Q4 2024 | 36 | $16.5bn | 26 | 12 |
| Q1 2025 | 34 | $13.9bn | 21 | 14 |
| Q2 2025 | 44 | $20.5bn | 27 | 19 |
| Q3 2025 | 36 | $37.9bn | 17 | 20 |
| Q4 2025 | 34 | $38.0bn | 20 | 29 |
| Q1 2026 | 27 | $23.3bn | 19 | 28 |
| Q2 2026 | 22 | $29.1bn | 19 | 24 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
APP and GOOGL →APP and AMZN →APP and GOOG →Choose a stock to compare with APP →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own APP, latest filings →Back to the 13F Explorer →